We are live on ! Find out more

1,098 hedge funds and large institutions have $14.1B invested in Shell in 2022 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 402 increasing their positions, 375 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $613M | Put options by funds: $329M

7% more repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 375

0% less ownership

Funds ownership: 4.05%4.05% (-0%)

10% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 93

2% less funds holding

Funds holding: 1,1231,098 (-25)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

7% less capital invested

Capital invested by funds: $15.3B → $14.1B (-$1.13B)

Holders
1,098
Holders Change
-25
Holders Change %
-2.23%
% of All Funds
18.91%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.52%
New
84
Increased
402
Reduced
375
Closed
93
Calls
$613M
Puts
$329M
Net Calls
+$284M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.06B +$6.05M +117,347 +0.6%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.03B +$26.5M +515,019 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$999M +$66.8M +1,295,431 +7%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$593M +$149M +2,891,632 +32%
Norges Bank
5
Norges Bank
Norway
$592M +$18M +349,449 +3%
OAG
6
Orbis Allan Gray
Bermuda
$558M +$108M +2,086,127 +23%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$473M -$153M -2,976,450 -24%
Morgan Stanley
8
Morgan Stanley
New York
$438M -$26.9M -521,489 -6%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$349M -$7.48M -145,250 -2%
Bank of America
10
Bank of America
North Carolina
$338M +$18.9M +366,005 +6%
BlackRock
11
BlackRock
New York
$327M +$46M +892,769 +16%
Franklin Resources
12
Franklin Resources
California
$322M -$54.1M -1,050,328 -14%
PG
13
Pendal Group
Australia
$271M +$83.9M +1,628,001 +18%
Goldman Sachs
14
Goldman Sachs
New York
$267M -$131M -2,544,125 -32%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$235M +$37.5M +727,252 +18%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$187M +$4.5M +87,330 +2%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$174M -$51M -989,490 -22%
Mawer Investment Management
18
Mawer Investment Management
Alberta, Canada
$160M +$166M +3,212,298 New
SI
19
Standard Investments
New York
$157M +$47.7M +925,000 +42%
HL
20
Harding Loevner
New Jersey
$152M -$1.43M -27,788 -0.9%
Mackenzie Financial
21
Mackenzie Financial
Ontario, Canada
$147M -$546K -10,599 -0.4%
Pzena Investment Management
22
Pzena Investment Management
New York
$143M -$4.48M -87,010 -3%
Holocene Advisors
23
Holocene Advisors
New York
$134M -$10M -194,442 -7%
Chevy Chase Trust
24
Chevy Chase Trust
Maryland
$127M +$12.9M +250,825 +11%
Northern Trust
25
Northern Trust
Illinois
$124M -$6.37M -123,636 -5%

SHEL Hedge Fund Activity: Q3 2022 in Review

1,098 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q3 2022, worth a combined $14.1B — down 7.4% from $15.3B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of SHEL and 84 opened new positions — a net loss of 9 holders — while 375 trimmed existing stakes and 402 added.

The largest buyer was Mawer Investment Management, opening a new position worth an estimated $166M. The largest seller was PointState Capital, exiting entirely with an estimated $161M sold.

  • 1,098 institutional investors held Shell (SHEL) as of Q3 2022, down from 1,123 in Q2 2022.
  • Funds reported $14.1B of Shell stock for Q3 2022, down 7.4% quarter-over-quarter.
  • 84 funds opened new Shell positions in Q3 2022 and 93 closed out, a net change of -9 holders.
  • The largest Shell buyer in Q3 2022 was Mawer Investment Management, an estimated $166M added.
  • The largest Shell seller in Q3 2022 was PointState Capital, an estimated $161M sold.

Based on aggregated 13F filings for Q3 2022.